AEPGX vs. VTSAX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class A (AEPGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
AEPGX is managed by American Funds. It was launched on Apr 16, 1984. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
AEPGX vs. VTSAX - Performance Comparison
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AEPGX vs. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | -2.93% | 28.88% | 2.63% | 15.65% | -23.06% | -1.64% | 24.80% | 26.94% | -15.21% | 30.74% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | -3.97% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Returns By Period
In the year-to-date period, AEPGX achieves a -2.93% return, which is significantly higher than VTSAX's -3.97% return. Over the past 10 years, AEPGX has underperformed VTSAX with an annualized return of 7.45%, while VTSAX has yielded a comparatively higher 13.60% annualized return.
AEPGX
- 1D
- 2.75%
- 1M
- -8.20%
- YTD
- -2.93%
- 6M
- 0.77%
- 1Y
- 21.14%
- 3Y*
- 10.59%
- 5Y*
- 2.11%
- 10Y*
- 7.45%
VTSAX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.71%
- 3Y*
- 17.84%
- 5Y*
- 10.48%
- 10Y*
- 13.60%
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AEPGX vs. VTSAX - Expense Ratio Comparison
AEPGX has a 0.80% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Return for Risk
AEPGX vs. VTSAX — Risk / Return Rank
AEPGX
VTSAX
AEPGX vs. VTSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AEPGX | VTSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 0.98 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.50 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.51 | +0.13 |
Martin ratioReturn relative to average drawdown | 6.22 | 7.24 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AEPGX | VTSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 0.98 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.61 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.74 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.44 | +0.06 |
Correlation
The correlation between AEPGX and VTSAX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AEPGX vs. VTSAX - Dividend Comparison
AEPGX's dividend yield for the trailing twelve months is around 14.10%, more than VTSAX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AEPGX American Funds EuroPacific Growth Fund Class A | 14.10% | 13.69% | 4.56% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.33% | 4.66% | 1.24% | 3.05% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.16% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
Drawdowns
AEPGX vs. VTSAX - Drawdown Comparison
The maximum AEPGX drawdown since its inception was -53.98%, roughly equal to the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for AEPGX and VTSAX.
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Drawdown Indicators
| AEPGX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.98% | -55.33% | +1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -12.41% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -25.36% | -12.86% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -34.97% | -3.53% |
Current DrawdownCurrent decline from peak | -10.16% | -6.22% | -3.94% |
Average DrawdownAverage peak-to-trough decline | -11.52% | -9.06% | -2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 2.59% | +0.72% |
Volatility
AEPGX vs. VTSAX - Volatility Comparison
American Funds EuroPacific Growth Fund Class A (AEPGX) has a higher volatility of 7.25% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 5.49%. This indicates that AEPGX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AEPGX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 5.49% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 9.79% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 18.61% | -2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.55% | 17.37% | -0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.82% | 18.39% | -1.57% |